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July 1, 2026

Paul Donovan's Daily Audio: Hints Of Hosiery

Daily UpdateCommoditiesRates Govt BondsEnergy

UBS Chief Economist Paul Donovan discusses the hawkish signals expected from Federal Reserve Chair Warsh and analyzes positive sentiment in Japan's Tankan survey alongside cooling Eurozone inflation.

Key Takeaways

  • 1.Federal Reserve Chair Warsh is expected to maintain a hawkish tone during confirmation hearings to demonstrate political independence.
  • 2.Japan's Tankan business sentiment poll showed strength, signaling potential for future rate increases by the Bank of Japan.
  • 3.Eurozone inflation data continues to slow below expectations, suggesting a weak economic trend.

Table of Contents

  • Audio
  • Global asset class preferences definitions
  • Appendix
  • Risk information

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